Our Core Australian Equity strategy was established in 2005. It offers a concentrated portfolio of high-quality Australian companies. Our fundamental investment research is focused on identifying businesses with sound balance sheets, strong management, above average growth prospects, high returns on equity and a meaningful competitive advantage. We are patient investors with a long-term investment horizon. The outcome is a low-turnover portfolio of carefully selected businesses that delivers resilient and sustained performance for clients.
|Investment Objective||To outperform the benchmark over rolling 3 year periods|
|Benchmark||S&P/ASX 300 Accumulation Index|
|Stocks held in portfolio||Typically between 30-40 high-quality stocks|
|Investment Options||Separate Mandate or Wholesale Trust|
|Fund Inception||Northcape began managing money in this strategy for institutional clients in May 2005|
|Investment Team||Rob Inglis, Craig McCourtie, Paul Parsons, Richard Maynier, Craig Campbell|
More detailed information about our Core fund can be found in the current Fund profile.